Welcome to Rich Road Financial.
Pricing
I am a 'fee-only' advisor. I do not make any commissions directly on any product or investment we place you in - which is by design.
I charge either a flat fee or an annual fee based on the assets I manage.
Comprehensive and Affordable Financial Planning
Fixed Rate Option
For clients with less than $150k of assets to invest at Rich Road Financial, or desiring my advice without the investment management, we charge an annual fee of $1,500, which can be paid in two payments during the year.
This fee includes:
Annual financial build and plan review
Major decision and purchase guidance
Retirement planning projections
Insurance and Medicare guidance
Tax-planning projections
Stewardship guidance
Portfolio Fee Approach
For clients with $150k+ of assets to invest at Rich Road Financial, we have a competitively priced tiered fee structure for comprehensive services.
Up to $1m 0.9%
$1m - $3m 0.7%
$3m - $5m 0.5%
$5m+ Negotiable
This fee includes:
Annual financial plan review
Account Investment Management
Retirement planning and distribution plans
Insurance and Medicare guidance
Tax-planning projections
Stewardship guidance